Stock Movers Nvidia Earnings, CrowdStrike Reports, Salesforce Target Cut
Aug 27, 2025
Nvidia is taking center stage as it leads gains among tech stocks while eagerly anticipated earnings loom. The discussion dives into CrowdStrike, forecasting a 4% drop in its annual recurring revenue. Meanwhile, Salesforce faces a target cut from Oppenheimer, now set at $315. The podcast also sheds light on current market trends and challenges affecting companies like PayPal, spotlighting investor sentiment amidst these shifts.
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Nvidia Dominates Tech Earnings Spotlight
- Nvidia is dominating attention among tech earnings despite many firms reporting today.
- Markets expect broadly positive results across multiple tech names ahead of earnings.
Premarket Gains Across Key Tech Names
- Nvidia shares were trading up modestly in premarket as investors awaited earnings for AI chip demand clarity.
- CrowdStrike and Salesforce also showed modest premarket gains ahead of their reports.
CrowdStrike And Salesforce Also In Focus
- Salesforce and CrowdStrike were also trading higher ahead of reporting, suggesting market optimism.
- CrowdStrike's expected net new ARR was noted as likely down year-over-year by consensus.